Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.26% 20.72M 315.00
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.82% -- -- Upgrade

Basic Info

Investment Strategy
The investment seeks to provide current  income exempt from regular federal income tax. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations, the interest on which is exempt from regular federal income tax. The fund may invest up to 20% of its net assets in other debt obligations, including (but not limited to) taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies and instrumentalities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Category Name Muni National Interm
Category Index --
Global Category Name US Municipal Fixed Income
YCharts Categorization US Municipal Bond
YCharts Benchmark Bloomberg Municipal Bond (^BBMBTR)
Prospectus Objective Municipal Bond - National
Fund Owner Firm Name Eaton Vance
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBMBTR 100.0%
Manager Tenure
Brandon Matsui 0.46 yrs
Carl Thompson 0.46 yrs
Julie Callahan 0.46 yrs
Paul Metheny 0.46 yrs

Performance Versus Category

 
20%
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10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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--
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 01, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
--
--
-0.71%
5.45%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
-1.56%
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--
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--
--
--
-1.03%
--
--
--
--
--
-8.61%
5.62%
-0.37%
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--
--
--
--
-7.78%
6.49%
-0.28%
--
--
--
--
--
--
5.82%
-0.91%
As of May 01, 2024.

Asset Allocation

As of April 25, 2024.
Type % Net % Long % Short
Cash 2.10% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 97.90% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide current  income exempt from regular federal income tax. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in municipal obligations, the interest on which is exempt from regular federal income tax. The fund may invest up to 20% of its net assets in other debt obligations, including (but not limited to) taxable municipal obligations, U.S. Treasury securities and obligations of the U.S. government, its agencies and instrumentalities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Category Name Muni National Interm
Category Index --
Global Category Name US Municipal Fixed Income
YCharts Categorization US Municipal Bond
YCharts Benchmark Bloomberg Municipal Bond (^BBMBTR)
Prospectus Objective Municipal Bond - National
Fund Owner Firm Name Eaton Vance
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^BBMBTR 100.0%
Manager Tenure
Brandon Matsui 0.46 yrs
Carl Thompson 0.46 yrs
Julie Callahan 0.46 yrs
Paul Metheny 0.46 yrs

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